Thursday, 03 April 2014
Articles
Chesford Grange Hotel
The IFP's sell-out annual Paraplanner Conference will get under way this evening with record attendance for the annual event.
Read more ...
Tagged under #IFP #Paraplanning #Paraplanner Conference #Gemma Siddle #Joanna Hague #Clare Goodwin

Wednesday, 21 May 2014
Articles
FCA's Tracey McDermott
The FCA has today issued a warning to consumers to beware of so-called 'free pension reviews' offered by some unregulated firms. Read more ...
Tagged under #Sipps #FCA #Ssas #Tracey McDermott #free pension review

Wednesday, 21 May 2014
Articles
Ovum website
UK financial services firms are struggling to comply with FCA requirements to record relevant mobile phone conversations, according to a report from analyst Ovum. Read more ...
Tagged under #FCA #Ovum #mobile phone calls #Teleware

Thursday, 03 April 2014
Articles
Chesford Grange Hotel
Award-winning Paraplanner Gemma Siddle CFPCM has urged all Paraplanners to get involved and help shape the future of the profession.
Read more ...
Tagged under #IFP #Paraplanning #Paraplanner Conference #Gemma Siddle #Joanna Hague #Clare Goodwin

Thursday, 03 April 2014
Articles
Just Retirement website
Jan Holt of retirement specialist Just Retirement told a conference today that income drawdown plans - likely to be a key replacement for annuities post-Budget - needed annual reviews for "most people" to avoid clients running out of money.
Read more ...
Tagged under #IFP #Paraplanning #Just Retirement #Paraplanner Conference #Gemma Siddle #Clare Goodwin #Jan Holt

Thursday, 03 April 2014
Articles
Mark Polson speaking at IFP Paraplanner Conference
Platform guru Mark Polson told the UK's leading Paraplanner Conference today that most clients were paying more for platform services post-RDR but were "getting a better experience."
Read more ...
Tagged under #IFP #Paraplanning #Paraplanner Conference #Mark Polson #Gemma Siddle #Clare Goodwin #LangCat

Friday, 23 May 2014
Articles
FCA's Tracey McDermott
The Financial Conduct Authority has fined Barclays Bank £26,033,500 for failing to adequately manage conflicts of interest between itself and its customers as well as systems and controls failings, in relation to the Gold Fixing. Read more ...
Tagged under #FCA #Tracey McDermott #Barclays Bank

Friday, 23 May 2014
Articles
Geoff Mills of RSMR
Fund researcher Rayner Spencer Mills Research (RSMR) has launched two rating services - one for multi asset fund ranges and one for socially responsible investment (SRI) funds. Read more ...
Tagged under #Multi Asset Funds #SRI #Geoff Mills #RSMR

Friday, 23 May 2014
Articles
FCA building
There is likely to be a further delay to the Sipps capital adequacy consultation, the annual conference of AMPS - the providers' association - heard this week. Read more ...
Tagged under #Sipps #FCA #AMPS #Capital adequacy #Neil MacGillivray

Friday, 23 May 2014
Articles
Standard Life's Julie Hutchison
Research has found that almost one in five (18%) of those aged 55 or over say that failing to save for their retirement early enough has been their biggest financial regret. Read more ...
Tagged under #retirement #Standard Life #Baby Boomers #Julie Hutchison #financial regret
  1. Men expect twice the income of women in retirement
  2. Average Paraplanner earns £30k-£35k a year
  3. Vaughan hails "fantastic" IFP Paraplanning Conference 2014
  4. IFP's Cath organises It's a Knockout-style charity fun day
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